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Latino-founded Applevel reports $40M valuation, integrating WhatsApp into GoHighLevel CRM and OpenAI

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Latino-founded Applevel reports $40M valuation, integrating WhatsApp into GoHighLevel CRM and OpenAI

The platform syncs WhatsApp conversations inside GoHighLevel, enables AI-assisted responses via OpenAI, and reports more than 4,500 active users.

Applevel, a Latin-origin startup focused on integrating WhatsApp with the GoHighLevel CRM and Open AI, announced that it has reached a reported valuation of $40 million, according to the company. The figure reflects adoption of its platform among businesses that use WhatsApp as a primary channel for sales and customer communication.

WhatsApp plays a central role in how businesses communicate with customers; our focus has been on helping teams manage those conversations within their CRM systems in a structured and consistent way.”

— Vittoria Melloni, CEO of Applevel.

Applevel was developed to address operational challenges created when sales and customer service conversations occur outside of CRM systems. By connecting WhatsApp directly to GoHighLevel, the platform enables teams to manage conversations within the CRM environment, maintain message history, and organize follow-ups as part of their existing workflows.

Marketing Technology News: MarTech Interview with Omri Shtayer, Vice President of Data Products and DaaS at Similarweb

According to the company, the platform has grown to more than 4,500 active users and has onboarded 1,200+ marketing agencies through strategic partner alliances. Applevel reports that roughly 85% of new customers come via agency recommendations.

Growth has been reported across Spain, Mexico, the United States, and multiple Latin American markets, where WhatsApp is widely used for business communication. Applevel says its platform is now present in 36+ countries.

Applevel also highlights its operational support model, including 24/7 customer support and an average response time of approximately seven minutes.

Key Facts
• Reported valuation: $40 million
• Users: 4,500+
• Global footprint: Presence in 36+ countries
• Support: 24/7; ~7-minute average response time
• Agency partners: 1,200+ marketing agencies onboarded

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Actual SEO Media, Inc. Demonstrates a Hands-On Approach to AI-Powered SEO Workflows

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AI-Driven Search Trends Influence SEO Strategies for Brisbane Businesses

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Actual SEO Media, Inc. outlines how AI agents are helping teams handle routine SEO tasks faster and with less manual effort.

Digital marketers and business owners are seeing a clear shift in how search engine optimization (SEO) work gets done. In a recent industry discussion, Actual SEO Media, Inc. outlines how AI agents are helping teams handle routine SEO tasks faster and with less manual effort. Instead of doing every step by hand, companies can now connect tools, data sources, and language models into one guided workflow. This approach helps teams save time while still keeping human review in place where it matters most.

AI agents are not replacements for SEO experts. They work best as smart assistants that move data, summarize insights, and trigger actions across systems. When used wisely, they allow marketing teams to focus more on strategy, creativity, and real business growth.

How AI Agents Fit Into Modern SEO

At the core, AI agents act like digital helpers that can follow step-by-step instructions across different platforms. They gather data, process it, and pass results to the next stage automatically. This shifts SEO from a series of manual actions into a connected, smoother system.

For digital marketers, this means several practical benefits:
– Less time copying and pasting data
– Faster creation of reports and summaries
– More consistent SEO processes
– Better focus on high-value strategy work

Modern workflow platforms now make this easier by offering visual builders. Teams can pull data from RSS feeds or APIs, trigger events through webhooks, and send finished outputs directly to email or chat tools. The key is to begin with small, simple workflows instead of trying to automate everything at once.

Marketing Technology News: MarTech Interview with Omri Shtayer, Vice President of Data Products and DaaS at Similarweb

A Simple AI SEO Workflow in Action

A real-world workflow usually starts with a trigger, such as a scheduled run or a manual request. Once activated, the system collects information from selected sources. This could include search news, keyword data, or site information.

The next step is AI processing. Structured data is sent to a language model, which creates summaries or insights. Many teams use this step to reduce the time spent reviewing industry updates or preparing quick content drafts. After processing, the workflow often converts the output into a usable format like HTML or plain text so it can be shared easily.

The final stage delivers the result automatically through email, dashboards, or messaging tools. Many experts recommend breaking the AI work into two smaller steps instead of one large prompt. When prompts become too long, performance can drop due to memory limits. Keeping tasks modular makes the workflow more stable and easier to maintain.

Where AI Agents Help the Most

AI agent platforms are especially helpful for repetitive SEO work that normally slows teams down. They can support content summaries, generate meta descriptions, review pages at a basic level, and prepare internal reports. The biggest advantage comes from removing small manual steps that add up over time.

Many organizations are also using agents to connect tools that normally do not communicate well. One agent can gather raw data, another can organize topics, and another can prepare writing briefs for human editors. This layered approach keeps people in control while still gaining speed from automation.

Even niche businesses can benefit. For example, an auto dealership could use an AI agent workflow to monitor search trends, summarize competitor updates, or draft simple content ideas without adding extra workload to the marketing team.

Limits and Risks Teams Must Know

Despite the growing excitement, AI agents still come with limits. The technology is evolving quickly, and some workflow tools may break or change after updates. Teams should expect occasional adjustments and ongoing monitoring.

There are also quality concerns. AI systems may sometimes apply broad advice that does not perfectly match a specific website or industry. Large technical SEO audits are still difficult to automate fully, and complex prompts can run into memory constraints.

Another important factor is responsible use. Human review remains essential to catch errors, maintain brand voice, and ensure strategies align with real business goals. AI agents work best when they support skilled marketers rather than replace them.

The Future of SEO Workflows

SEO work is clearly moving toward smarter automation and better orchestration. AI agents are helping teams reduce repetitive labor, speed up routine analysis, and create more consistent processes across campaigns.

For company owners and digital marketers, the most practical path forward is to start small and build gradually. Choose one time-consuming task, automate it carefully, and measure the results. As confidence grows, workflows can expand into more advanced use cases.

AI agents are not the end of SEO. They are simply the next set of tools shaping how work gets done. Teams that learn how to guide, monitor, and refine these systems will be better prepared as search continues to evolve in the years ahead.

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Ribbon and AWS Transform Cloud Deployment for Service Providers and Enterprises

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Ribbon and AWS Transform Cloud Deployment for Service Providers and Enterprises

Integrated cloud native solution, available on AWS Marketplace, delivers secure session control and centralized management

Ribbon Communications Inc., a global leader in real-time communications technology and IP optical networking solutions, announced a strategic collaboration agreement (SCA) with Amazon Web Services (AWS). Ribbon is building a cloud-native, secure voice communications solution on AWS, reinforcing Ribbon’s commitment to helping organizations worldwide modernize and secure their networks and services.

“AWS has revolutionized telecom infrastructure by streamlining workflows and integrating automation and AI,” said Sam Bucci, COO at RIbbon. “Our collaboration supercharges this transformation, enabling our customers to innovate faster and operate more efficiently.”

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Ribbon’s solution delivers a turnkey cloud native architecture that integrates seamlessly with existing workloads, enabling self-paced cloud migrations. The SBC CNe, PSX policy and routing engine, and RAMP centralized management platform are containerized and optimized for AWS Elastic Kubernetes Service (EKS). Customers gain robust lifecycle automation for telecom applications and infrastructure, dramatically reducing the OPEX and CAPEX costs associated with deploying, operating, and managing voice networks.

“Ribbon’s cloud-native Session Border Controller and SIP routing engine available on AWS Marketplace enables telecommunications providers and enterprises to deploy secure voice communications with the scalability, automation, and cost efficiency of the cloud,” said Amir Rao, Director of Global GTM and Telco Solutions at AWS. “This solution delivers carrier-grade performance while dramatically reducing operational complexity and infrastructure costs, and through integration with generative AI services via Amazon Bedrock, opens new possibilities for intelligent network operations and enhanced customer experiences.”

The collaboration also includes joint development and customer engagement programs.

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“Deploying Ribbon’s SBC SWE on AWS has been foundational to Aircall’s ability to scale globally with speed and reliability,” said Jigar Desai, CTO of Aircall. “This architecture gave us carrier-grade performance without the cost or rigidity of private data centers, while enabling near-real-time capacity scaling to meet customer demand. It allows us to support rapid growth, deliver consistently high call quality, and move faster as we expand our AI-powered customer communications platform.”

Leveraging industry-standard observability and monitoring tools, built-in automation, resource elasticity, and simplified resiliency across availability zones, this offering is in production with a Fortune 500 enterprise. It combines Ribbon’s telecom automation expertise with AWS’s purpose-built services to deliver global reach, enhanced agility, and cloud economics.

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Capxel Launches LLM-LD, the First Open Standard for Making Websites Readable by AI Agents

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Capxel Launches LLM-LD, the First Open Standard for Making Websites Readable by AI Agents

New specification gives brands a structured framework to surface in AI-powered search, recommendation engines, and autonomous agents

Capxel, the AI-native data company helping enterprises expand through intelligence-driven products, announced the general availability of LLM-LD (Large Language Model Linked Data) the first open standard designed to make website content natively readable by AI systems, retrieval pipelines, and autonomous agents.

LLM-LD defines standardized file formats, discovery mechanisms, and conformance levels that allow any AI system to understand a website’s complete content from a single index file. The specification is available under a Creative Commons BY 4.0 license at llmld.org.

“JSON-LD solved machine readability for search engines. LLM-LD solves it for AI,” stated Nick Dunev, Founder and CEO of Capxel. “Every major AI system — ChatGPT, Gemini, Perplexity, Claude — retrieves and synthesizes web content differently than traditional search crawlers. There was no standard for how websites should present themselves to these systems. Now there is.”

The standard emerged from Capxel’s work in AI Search Optimization (ASO) — a discipline conceived by Co-Founder / President Dominick Luna that focuses on structuring brand content for discoverability by AI agents rather than traditional search engines.

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THE PROBLEM LLM-LD SOLVES

As AI agents increasingly mediate how consumers discover products, services, and information, brands face a new visibility challenge. Recent industry research found that fewer than 1.2% of brand locations receive direct recommendations from leading AI assistants — not because the businesses lack quality, but because their content isn’t structured for AI consumption.

Traditional SEO markup (schema.org, JSON-LD, meta tags) was designed for search engine crawlers that index pages. AI agents operate differently — they retrieve, synthesize, and reason across content. LLM-LD bridges this gap with:

  • A standardized index file (.well-known/llm-index.json) that serves as a single entry point for AI systems
  • Structured entity data, knowledge graphs, and product feeds in formats optimized for retrieval augmentation
  • An AI Discovery Page (ADP) specification that provides a human-and-machine-readable hub linking to all AI-layer resources
  • Three conformance levels — from basic discoverability to full agent-readiness

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RAPID ADOPTION

Since its launch, LLM-LD has seen adoption across multiple industries including healthcare, luxury retail, professional services, and e-commerce — with over 100 sites now implementing the standard. The companion LLM Disco Network — a discovery layer connecting AI-optimized sites — has attracted implementation partners across the agency ecosystem.

“We’re seeing a shift in how forward-thinking brands approach their digital presence. The companies that structure their content for AI agents today will be the ones those agents recommend tomorrow,” stated Dominick Luna, Capxel Co-Founder and President. “LLM-LD gives every brand — regardless of size or technical capability — a clear path to get there.”

OPEN STANDARD, ENTERPRISE INFRASTRUCTURE

LLM-LD is free and open. Any developer, agency, or platform can implement it without licensing fees or vendor lock-in. Capxel provides enterprise-grade implementation services for brands requiring managed deployment, ongoing optimization, and performance analytics.

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Agencies Using Open, AI-Driven Media Buying Are Outperforming the Market – AI Digital’s Open Garden Framework Animation Shows Exactly Why

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Agencies Using Open, AI-Driven Media Buying Are Outperforming the Market - AI Digital's Open Garden Framework Animation Shows Exactly Why

New data reveals 2.9x performance gains and 73% faster decision-making as AI Digital launches its Open Garden Framework animated explainer

AI Digital, the AI-native media consultancy behind the Open Garden Framework, announced the launch of a new animated explainer that translates the model into a clear, accessible narrative for brands, agencies, and media buyers revealing why the performance gap is widening and how walled-garden limitations are holding back growth.

AI Digital’s findings reveal that advertisers leveraging predictive analytics across open ecosystems are seeing 2.9x higher performance, teams optimizing in real time are generating a 26% higher ROI, and organizations running agile, data-driven operations are making decisions 73% faster than those constrained by closed environments.

Marketing Technology News: MarTech Interview with Stephen Howard-Sarin, MD of Retail Media, Americas @ Criteo

The performance differential is structural. Platforms controlling both the buy and sell sides of the programmatic stack have a commercial incentive to prioritize their own inventory and extract higher fees — with vertical integration pushing advertiser costs an estimated 20% above true auction price, a hidden tax invisible to most buyers.

The downstream impact is clear: narrower inventory, fragmented attribution, and intermediaries optimizing for their own margin over the advertiser’s KPIs — a reality that single walled gardens cannot cover efficiently, particularly as 59% of consumers frequently switch between platforms.

AI Digital’s Open Garden Framework was built in direct response — a KPI-first operating philosophy where every decision, from supply path to audience strategy to measurement, is made explicitly in service of the business objective. It is not a DSP or closed platform, but a neutral operating principle that restores choice and competitive advantage to brands and agencies ready to move beyond single-stack buying.

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“With our Open Garden Framework, we’re giving brands and agencies back the choice and competitive advantage they deserve. When your media strategy is engineered around your KPIs instead of a platform’s commercial incentives, the performance gap becomes undeniable. That’s not just a feature—it’s the future of media buying,” said Stephen Magli, CEO & Founder, AI Digital.

The animation launch marks a broader strategic moment for AI Digital as it relaunches its all-in-one AI marketing intelligence platform, designed to operationalize the Open Garden Framework at scale by unifying research, planning, activation, optimization, and reporting into a single workflow.

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Augmentir Launches New AI Agents for Manufacturing Operations, Expands Augie Industrial AI Suite

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Augmentir Launches New AI Agents for Manufacturing Operations, Expands Augie Industrial AI Suite

New 5 Why Coach, Root Cause Investigator, and Data Analyst Agents add to Augmentir’s growing library of agents and assistants for frontline work – helping operations, quality, maintenance, and CI teams accelerate root cause analysis and continuous improvement

Augmentir, the world’s only Agentic AI platform for connected work, announced the availability of new out-of-the-box AI agents for manufacturing operations, further expanding the industry’s most comprehensive and fastest-growing suite of industrial AI agents. The new agents — a 5 Why Coach, a Root Cause Investigator, and a Data Analyst — work together as an intelligent digital problem-solving team, empowering industrial organizations to analyze operational data, uncover root causes faster, and accelerate continuous improvement across the factory floor.

Manufacturers today face increasing pressure to improve safety, quality, productivity, and uptime — yet operational data is often siloed, underutilized, or slow to translate into action. The new Augie™ AI Agents address this challenge by delivering structured, AI-driven problem-solving capabilities directly to operations, quality, maintenance, and continuous improvement (CI) teams.

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New Augie™ AI Agents Now Available

  • Root Cause Investigator

    Accelerates formal root cause analysis by organizing symptoms, correlating operational signals, and helping teams evaluate contributing factors. The agent produces structured RCA (Root Cause Analysis) outputs aligned with quality systems and continuous improvement workflows.

  • 5 Why Coach

    Guides teams through a structured 5 Whys methodology to uncover underlying causes of production, quality, safety, and maintenance issues. The agent captures reasoning, documents evidence, and generates a clear, traceable chain of causality to support corrective and preventive actions.

  • Data Analyst Agent

    Enables teams to converse with operational and historical data using natural language — eliminating the need to build static reports or rely on specialized analytics expertise. Users can ask questions and instantly explore job and procedure data, issue trends, asset performance, user activity, downtime patterns, and other operational metrics.

    The agent supports interactive drill-downs, generates visualizations and shareable reports on demand, and allows teams to save datasets and dashboards for ongoing monitoring. It maintains conversational context while continuously working from a fresh view of underlying operational data — ensuring insights are timely, accurate, and actionable.

Together, these agents help manufacturers reduce the time between issue detection and resolution — enabling faster decision-making, more consistent problem-solving, and measurable operational gains.

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Powered by the Augie™ Industrial AI Suite

The new agents are delivered as part of the Augie™ Industrial AI Suite and built on Augie Agent Studio, which enables manufacturers to configure, extend, and develop custom AI agents tailored to their unique processes and KPIs.

With Augie™ Agent Studio, organizations can:

  • Quickly build new chat AI agents to support every role in their organization
  • Build and deploy autonomous agents to add AI into existing internal workflows
  • Integrate plant-specific data sources and performance metrics
  • Scale best practices consistently across lines, shifts, and facilities

By combining ready-to-deploy AI agents with a flexible development framework, Augmentir enables manufacturers to deploy practical, scalable industrial AI with immediate impact.

“The expansion of the Augie Industrial AI Suite represents a major step forward in bringing purpose-built AI to manufacturing operations,” said Russ Fadel, CEO of Augmentir. “Our Agent Studio democratizes the Agent creation process, letting subject matter experts create new agents that embody their expertise, in hours, not weeks or months. Between Augmentir and its partner network, we expect dozens of new Augmentir Ready agents to be made available in the coming months. The availability of these new AI agents will help teams move beyond reactive troubleshooting and toward proactive, data-driven continuous improvement.”

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Precisely Expands Data Integrity Suite with New AI Agents for Enhanced Data Quality, Data Enrichment, and Location Intelligence

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Precisely Expands Data Integrity Suite with New AI Agents for Enhanced Data Quality, Data Enrichment, and Location Intelligence

AI-powered agents automate complex data workflows to deliver trusted, context-rich data ready for AI, analytics, and automation at scale

Precisely, the global leader in data integrity, announced new Data Quality, Data Enrichment, and Location Intelligence agents for the Precisely Data Integrity Suite. Working in coordination with the Data Integrity Suite’s Gio™ AI Assistant, the new AI agents automate and streamline complex, labor-intensive data workflows – helping organizations build trusted, context-rich data foundations for AI, analytics, and automation initiatives.

The new agents accelerate data normalization, standardization, rule creation, and enrichment through conversational interaction. By combining intelligent recommendations with human oversight, data teams can generate, review, and apply quality rules and enrichment actions – reducing the need for specialized technical expertise while increasing productivity and maintaining transparency and full control.

As organizations deploy increasingly autonomous AI systems that analyze information and take action, the quality and context of the underlying data become even more critical. The Data Integrity Suite’s new agents help ensure enterprises have Agentic-Ready Data that is accurate, consistent, and enriched with verified attributes so organizations can confidently power AI-driven decision-making and automation at scale.

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By automating high-impact data processes, the AI agents help directly address:

  • Rule recommendation and creation: Identify gaps and generate data quality rules based on patterns, structure, metadata, and user input.
  • Normalization and standardization: Detect and harmonize inconsistent data across sources without manual rule writing.
  • Address verification and geocoding: Verify and geocode address data for consistent, trustworthy location information.
  • Data enrichment: Apply relevant attributes to your data to add real-world context and improve completeness.

Working alongside the Data Integrity Suite’s Gio AI Assistant, these agents help users initiate and guide tasks through a conversational experience, with clear recommendations and previews of proposed changes. Built-in approvals maintain control, resulting in a scalable, trustworthy approach to operationalizing data integrity.

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“As organizations move from AI experimentation to enterprise-scale deployment, foundational data work can no longer be manual or reactive,” said Ulf Viney, Executive Vice President, Engineering, Support & Operations at Precisely. “With these new AI agents in the Precisely Data Integrity Suite, we are applying AI to automate and elevate the data integrity process itself by combining intelligent automation with the transparency and governance our customers require.”

Today’s release builds on Precisely’s momentum in delivering Agentic-Ready Data: the highest-quality data that is integrated, governed, and enriched to power autonomous AI systems with confidence. These AI agents follow other recent innovations, including the Data Integrity Suite’s Gio AI Assistant, Data Catalog Agent, and AI and Agentic Fabric. Together, these advancements help organizations turn AI ambition into measurable business outcomes without sacrificing choice, control, or governance.

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When AI Becomes the User: Preparing Websites for Agentic Traffic

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When AI Becomes the User: Preparing Websites for Agentic Traffic

The era of AI as a fashion influencer is underway. Virtual personalities like Lil Miquela, a CGI fashion icon and singer with 2 million Instagram followers, have fronted campaigns for Calvin Klein and Prada. Aitana López, a hyper-realistic AI model created by Spanish agency The Clueless, has amassed a following of more than 250,000 and earns a substantial income through brand partnerships.

It’s not just fashion. In retail, Walmart’s “Sparky AI,” an autonomous shopping assistant, is making waves with consumers, proving that AI’s influence now extends from the runway to the grocery aisle.

AI is already helping consumers choose clothing, build weekly grocery baskets, recommend recipes based on pantry photos, and navigate more complex purchase decisions.

However, people aren’t just relying on retailers’ own AI tools to discover and purchase products. They’re also turning to broader generative AI (Gen AI) platforms to shop. From Copilot Checkout, which allows direct purchases, to Google Gemini, which provides personalized shopping assistance, AI is becoming the new entry point to commerce.

Industry data found that 60% of U.S. consumers are using AI shopping tools more broadly. Algolia’s own research shows 61% of brands plan to implement agentic AI within the next year as a result of consumer preferences.

Shoppers Trust AI for Better, Bigger Buys

Adobe Analytics’ research from July 2025 notes that Gen AI shopping traffic grew 4,700% year-over-year. AI-driven shoppers showed 10% higher engagement, spent 32% longer on sites, and viewed 10% more pages. Majority of retailers (94%) believe Gen AI positively impacts loyalty and repeat purchases.

But retailers now face a critical test. AI agents assess site speed and reliability in milliseconds, deprioritizing underperforming pages instantly. The pressing question is whether today’s ecommerce platforms can keep pace as brand familiarity becomes less dominant.

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The Changing Nature of Web Traffic

Historically, websites were designed primarily for human visitors by honing SEO, UX/UI and personalization strategies to maximize visibility and drive customer retention. But in today’s digital landscape, AI-driven tools are increasingly the ones that first encounter and engage with content before a human sees it.

As AI agents become more prevalent, website success will no longer be determined solely by conventional traffic metrics. It’s now equally important to consider how well these AI agents can understand and use a retailer’s content. As AI-driven web traffic grows, websites will need to adjust their foundational infrastructure to remain visible online. First impressions are increasingly occurring off-property. Retailers must ensure their product attributes, enriched content and contextual data match the types of queries AI agents receive in order to show up in the agentic era.

By failing to adopt agentic AI systems, retail sites run the risk of being overtaken by competitors who are better prepared with digital infrastructures to manage this new type of traffic. This technology is anticipated to drastically alter the flow of information and transactions, placing new demands on websites.

AI agents generate a high volume of automated queries to websites and APIs, which could, in turn, create a spike in machine-originated traffic, particularly in sectors like retail, finance and logistics. This surge of machine-driven traffic can happen extremely quickly, and outdated systems may struggle to scale, creating bottlenecks or increased downtime which will lead to agents devaluing a brand in its inclusion of results.

Technical Readiness: Best Practices for the Agentic AI Era

Preparing for this shift requires rethinking digital architecture. Key best practices include:

1. Power Agent-to-Agent Communication:

Leverage open standards like the Model Context Protocol (MCP) to enable real-time communication between AI agents like ChatGPT and retail websites. This direct connection keeps product availability, pricing, and inventory data continuously up to date, ensuring AI systems never recommend out-of-stock items.

2. Ensure Scalability:

As AI-driven interactions surge, retailers must leverage infrastructure and platforms that can scale dynamically to handle unpredictable, high-volume web traffic. Websites should be able to instantly adjust capacity and resources to process AI-originated queries without lag or downtime. Fast, reliable performance not only keeps users engaged but also encourages deeper exploration — and higher conversion rates.

3. Reduce Latency:

In the age of instant gratification, milliseconds matter. Low-latency APIs and rapid data delivery ensure pages load quickly and interactions feel effortless. Faster experiences drive customer satisfaction and, ultimately, sales.

4. Revamp Search and Discovery:

AI agents thrive on structured, semantic, lightning-fast data. Retailers that modernize search and discovery will remain visible across AI-driven ecosystems, while those that don’t risk losing digital shelf space. Partnerships with major LLM providers are increasingly critical to extending merchandising strategies beyond owned channels.

5. Prioritize Observability and Resilience:

Reliability is the new luxury. Implement rate-limiting, monitoring, and failover systems to handle traffic spikes gracefully and prevent costly outages. Building resilience into every layer of your tech stack ensures your brand stays online, available, and trusted — no matter how heavy the demand.

6. Focus on data improvement:

not just fields and attributes but enriched content that is necessary for an agent to determine the fit for a given query, product attributes are not enough. Agents more so than humans will ‘engage’ with your content as they decide what is relevant.

Every request, whether it comes from a human or machine, should be viewed as an opportunity to directly invoke desire, provide a product recommendation, or influence brand reputation and ultimately a conclusion.

Channel99 Connects Marketing Intelligence Data to GenAI Platforms Enabling a New Generation of Marketing Clouds

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Channel99 Connects Marketing Intelligence Data to GenAI Platforms Enabling a New Generation of Marketing Clouds

New Model Context Protocol (MCP) server enables secure, real-time access to Channel99 marketing performance data within private instances of ChatGPT, Microsoft Copilot and Claude.

Channel99, the leading B2B marketing performance platform, announced the integrations (via an MCP server) of its Marketing Intelligence Data with the world’s leading generative AI solutions, including OpenAI’s ChatGPT, Microsoft Copilot, and Claude Cowork. The new capability enables B2B marketing leaders to work directly with their cross-channel marketing performance data inside the AI tools they use every day, saving time turning complex analysis into instant, outcome-driven action.

Channel99’s Marketing Intelligence Data platform unifies marketing performance data across all B2B channels to tie it directly to pipeline. By capturing 10 times more customer signals than traditional attribution tools – including click-less engagement like organic social, email, display, and content syndication – Channel99 provides the first business-ready data foundation designed to fuel generative AI.

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From Insight to Instant Action

By embedding this unified data layer into generative AI platforms, marketers can move beyond static reporting and into real-time strategy execution. Key capabilities include:

  • Improving LLM Discoverability: Identify the top-performing keywords and topic clusters driving pipeline to improve brand visibility within AI models and search engines.
  • Creating Intent-Driven Audiences: Prompt generative AI to build dynamic account lists based on historical performance data, then instantly receive recommendations for the optimal channel mix and budget.
  • Generating Outcome-Based Marketing Plans: Generate complete marketing plans—including vendor selection and projected ROI—simply by specifying a pipeline target.

“Customers want to engage with their data and performance insights through the tools they use every day, which are increasingly generative AI solutions,” said Chris Golec, Founder & CEO of Channel99. “We are removing the guesswork and operational inefficiency, providing fact-based answers in seconds.”

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A Unified Data Layer for Reliable AI

At the core of Channel99’s Marketing Intelligence Data Hub is a foundation that consolidates performance data across all paid and organic B2B channels, connecting media platforms, intent data, website engagement, and CRM systems at the account level. Because Channel99 captures 10 times the signal of traditional attribution tools, it provides generative AI with the full context it needs (including organic social engagement, email interactions, and display impressions) to deliver accurate recommendations. Rather than relying on isolated platform dashboards, marketers can now interact with a unified source of truth through simple conversational prompts.

Moving Beyond Traditional Attribution

Traditional attribution has largely ignored the clickless interactions that heavily influence buying groups. Channel99 connects these signals to business impact, giving generative AI the intelligence needed to recommend actions with confidence.

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ClearView successfully implements Equisoft’s cloud-based policy administration system

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ClearView successfully implements Equisoft's cloud-based policy administration system

The implementation of Equisoft/manage policy admin system consolidates ClearView’s in-force portfolios onto a single modern platform, eliminating legacy system complexity and positioning the insurer for enhanced digital capabilities and growth.

Equisoft, a leading global digital solutions provider to the financial services industry, is pleased to announce that ClearView Wealth Limited has successfully completed the go-live of its in-force life insurance and migration of closed book portfolios to Equisoft/manage, a modern cloud-based Policy Administration System (PAS) and digital suite of capabilities. This strategic implementation enables ClearView to administer all life insurance on a single platform, enhancing adviser and customer experience.

“The complexity of migrating decades of policy data from our legacy system cannot be overstated,” said Michael New, Chief Technology Officer, ClearView. “Equisoft’s partnership ensured a smooth migration with zero data loss. The result is a simplified and modern architecture that will allow us to be a nimble tech enabled challenger in the Australian Life Insurance market.”

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The successful go-live marks a significant milestone in ClearView’s digital transformation strategy, positioning the insurer for technology-led growth. With all insurance portfolios now enabled by Equisoft/manage, ClearView has established a foundation for superior digital experiences for advisers and customers, while creating opportunities for product expansion and channel growth. The modern platform will enable ClearView to leverage technology and AI to reduce acquisition and maintenance costs, improving their value proposition to policyholders and distribution stakeholders, while ensuring regulatory compliance.

“We’re proud to have partnered with ClearView on this transformative project,” said Simon Richardson, Vice President, EMEA & APAC, Equisoft. “This successful implementation demonstrates how Equisoft/manage enables life insurers to consolidate legacy systems, streamline operations, and create a modern technology foundation that supports growth and innovation. ClearView’s commitment to delivering exceptional adviser and customer experiences aligns perfectly with our mission to help financial institutions leverage technology for competitive advantage.”

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Alcom Elevates Headend Video Service with Harmonic to Drive Growth

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Alcom Elevates Headend Video Service with Harmonic to Drive Growth

Harmonic’s XOS Advanced Media Processor Leverages AI-Powered Encoding to Deliver Exceptional Video Quality to Alcom Customers

Harmonic announced that Alcom, a leading telco operator in Finland, is powering its next-generation white-label headend video service with Harmonic’s award-winning XOS™ Advanced Media Processor. Leveraging Harmonic’s media processor, Alcom is enabling mid-size operators across Finland and Sweden to deliver broadcast and streaming services with outstanding video quality and efficiency. The XOS media processor strengthens Alcom’s market position by enabling the operator to expand its service portfolio, deliver higher-value services and capture new revenue opportunities in the Nordic region.

“We chose Harmonic’s XOS media processor as the foundation for our Play+ white-label IPTV architecture for its unparalleled performance and rich feature set, enabling us to deliver exceptional video quality,” said Patrik Pada, TV team leader at Alcom. “The software-based playout-to-delivery solution ensures flexibility and scalability as we further expand our white-label service across the region.”

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By consolidating a wide range of media processing tasks such as playout, branding and premium encoding into a single appliance, the XOS media processor unlocks increased operational efficiency for Alcom. Moreover, AI-powered EyeQ™ content-aware encoding provides up to 50% bitrate savings while maintaining outstanding video quality, ensuring viewer satisfaction.

Harmonic’s XOS media processor is integrated with Agile TV’s Origin and Media Server. Using the Agile TV solution, Alcom can provide efficient, scalable and high-quality video services.

“Alcom is strengthening its market position in the Nordic region with vast reach and promising growth opportunities,” said Koldo Unanue, CEO at Agile TV. “By combining our origin server expertise with Harmonic’s renowned video quality, we’re empowering Alcom to maximize revenue opportunities through its white-label video service.”

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“Alcom’s headend service is empowering regional operators in the Nordic market to differentiate their service by delivering crystal-clear video experiences,” said Tony Berthaud, senior vice president, sales, APAC and EMEA at Harmonic. “With unparalleled density and AI-driven encoding, Harmonic’s XOS media processor is helping Alcom set a higher standard for video quality in the Nordic market.”

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Knox Systems Appoints Former Okta President Charles Race as Strategic Advisor

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Knox Systems Appoints Former Okta President Charles Race as Strategic Advisor

Veteran identity and security executive joins Knox Systems to guide secure cloud and AI adoption across the federal government

Knox Systems announced that Charles Race, former president of Okta and current general partner at Windproof Partners, has joined the company as a strategic advisor. Race brings decades of experience scaling identity, security, and cloud platforms at enterprise and government scale-expertise that will help guide Knox as it accelerates secure SaaS and AI adoption across federal agencies.

Race served as president of Okta, Inc. from 2016 to 2021, where he helped scale the company into a global leader in identity and access management, supporting millions of users across highly regulated industries. Today, as a general partner at Windproof Partners, Race advises and invests in companies building foundational infrastructure for secure, cloud-based systems.

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As federal agencies modernize their technology stacks, identity, access, and trust have become central to mission success. Knox Systems enables agencies to adopt commercial SaaS and AI securely by providing a FedRAMP-authorized managed cloud and continuous compliance platform-removing the friction that slows modernization while strengthening security and resilience.

“Government modernization requires platforms that are secure by design and built to operate at scale,” said Charles Race, strategic advisor to Knox Systems. “Knox has established itself as a trusted partner to federal agencies by making it possible to adopt modern SaaS and AI fast without compromising security. I’m excited to support the team as they continue removing barriers to responsible innovation.”

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“Charles has spent his career building and scaling trust on the internet,” said Irina Denisenko, CEO of Knox Systems. “His leadership at Okta helped define how organizations think about identity and security at scale. As government agencies increasingly rely on cloud and AI, his leadership will be invaluable as we help them modernize securely and responsibly.”

Knox Systems operates the largest federal managed cloud and is trusted by leading defense and civilian agencies to secure some of the government’s most critical systems. With more than 15 active ATOs and a decade of operational experience, Knox continues to set the standard for fast, resilient, and compliant federal cloud adoption.

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Gcore integrates NVIDIA Dynamo to deliver high-performance, cost-efficient AI inference as a fully managed service

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Gcore integrates NVIDIA Dynamo to deliver high-performance, cost-efficient AI inference as a fully managed service

One-click deployment of NVIDIA’s open-source inference framework across public, private, hybrid, and on-prem environments

Gcore, the global infrastructure and software provider for AI, cloud, network, and security solutions, announced the integration of NVIDIA Dynamo into its AI inference solutions. The integration delivers significant GPU efficiency gains—up to 6x higher throughput and 2x lower latency—as a fully managed, one-click deployment. Dynamo is available now on Gcore Everywhere Inference and Gcore Everywhere AI.

NVIDIA Dynamo is an open-source inference framework, specifically designed to accelerate and optimize large-scale generative AI and inference models. Dynamo addresses the core challenges that businesses experience when running inference at scale: GPU underutilization, static resource allocation, memory bottlenecks, and data transfer inefficiency.

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Gcore is delivering Dynamo as a fully managed solution, pre-optimized for popular inference models. Customers can activate Dynamo with a single click within the Gcore Customer Portal, without managing routing, KV cache logic, or GPU scheduling. This builds on Gcore’s commitment to simplifying AI deployment through its intuitive, easy-to-use platform. The Dynamo integration is supported across private cloud, hybrid, and on-premises inference environments on Gcore Everywhere AI and Everywhere Inference.

Seva Vayner, Product Director of Edge Cloud and AI at Gcore, comments: “Modern inference isn’t just ‘run a model’—it’s batching, routing, dynamic workloads, longer contexts, and tight SLOs. In that reality, small scheduling and utilization losses become big performance and cost penalties. By integrating Dynamo as a managed service in Gcore, we bring advanced GPU optimization directly into the runtime path so customers see higher effective throughput and steadier tail latency, without operating the complexity themselves.”

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Beyond performance gains, NVIDIA Dynamo delivers meaningful cost optimization by increasing GPU utilization and reducing wasted cycles during decode and cache recomputation. By disaggregating prefill and decode, applying KV cache-aware routing, and leveraging NIXL for efficient inter-node communication, Dynamo ensures more requests are processed on the same hardware. This lowers cost per token and improves overall ROI. Gcore makes it particularly easy to access these efficiencies at scale.

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SEMAI Research Finds B2B Brands Invisible Across ChatGPT, Gemini, and Perplexity Due to Content Mismatch

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Keyword Structuring Shapes the Foundation of Effective Website Content

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SEMAI study of 25,540 URLs finds ChatGPT, Gemini, and Perplexity cite different content one strategy leaves B2B brands invisible across AI search.

SEMAI, the AI visibility tracking platform for B2B marketing teams, released research analyzing over 25,000 URLs cited by ChatGPT, Google Gemini, and Perplexity AI over a 60-day period. The findings reveal that each AI platform cites fundamentally different content types meaning brands optimizing for one platform may be invisible on others.
Blogs account for 41–55% of all AI citations. Webpages account for 38–47%.
Together, just two content types drive 90%+ of all AI platform citations.

“Every platform has a different citation model. Brands that treat AI visibility as a single channel are structurally invisible to a significant portion of their buyers.” — Raghu, Co-Founder, SEMAI”

— Raghunath Vijayaraghavan, CEO SEMAI

While blogs and webpages dominate across all platforms, the research identifies critical differences in how each AI platform cites content — with direct implications for B2B content strategy:

ChatGPT is the only platform that meaningfully cites LinkedIn posts (1.1%) and Wikipedia (2.0%), and cites academic or research-backed content at 2.2% — more than six times higher than Gemini or Perplexity. For brands targeting ChatGPT visibility, thought leadership content and data-backed publishing are direct citation levers.

Perplexity is the only platform actively citing comparison pages and solution-specific pages at scale — making it uniquely important for bottom-of-funnel B2B content targeting buyers close to a purchase decision.

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Gemini shows the strongest preference for brand-owned blog content and avoids community sources such as Reddit and Wikipedia almost entirely — signaling that domain authority and structured editorial content are the primary citation drivers.

“The data makes it clear: you cannot optimize for AI search the way you optimized for Google,” said Raghu, CEO and Co-Founder of SEMAI. “Every platform has a different citation model. Brands that treat AI visibility as a single channel are structurally invisible to a significant portion of their buyers.”

The research underscores a growing disconnect in B2B marketing: while over 63% of B2B research now begins on AI platforms, most marketing teams continue to optimize primarily for Google rankings. SEMAI’s platform is designed to close this gap by tracking brand visibility across ChatGPT, Perplexity, Gemini, and Claude — providing LLM search volume data, Weak/Average/Strong cluster classification, and AI-generated content calendars.
“We built SEMAI because there was no way to measure what we now believe is the most important channel in B2B marketing,” Raghu added. “This research is the first step in giving marketing teams a clear, data-backed picture of where they stand in AI search.”

The full research findings are available at semai.ai. B2B marketing teams can run a free AI visibility audit directly on the platform.

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Clicta Digital Launches OTT/CTV Advertising Service as Streaming Ad Spend Surges in 2026

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CTV Transparency Gap Undermines Performance: Study

Full‑Service Growth Partner | Denver Digital Marketing Agency

Clicta Digital announced the launch of its new OTT and CTV advertising service, helping businesses capitalize on the shift from TV to streaming.

Clicta Digital Agency, an award-winning performance marketing firm based in Denver, announced the launch of its new Over-the-Top (OTT) and Connected TV (CTV) advertising service, positioning businesses to capitalize on the rapid shift from traditional television to streaming platforms.

U.S. CTV advertising spend is expected to grow 14% year-over-year in 2026. This double-digit expansion reflects a broader trend where connected TV becomes a cornerstone of modern media strategies.”

— Ronald Robbins, CEO of Clicta Digital, Inc.

As advertisers continue reallocating budgets toward streaming environments that offer robust data, targeting, and measurable outcomes, Clicta’s new OTT/CTV offering equips brands to reach engaged viewers with precision and performance.

Streaming Ad Growth Driving Market Momentum

Industry forecasts show that U.S. CTV advertising spend is expected to grow roughly 14% year-over-year in 2026, eclipsing $37 billion as businesses increasingly prioritize streaming over linear television due to measurable targeting and performance capabilities — a growth rate that outpaces broader categories of media spend. This double-digit expansion reflects a broader trend where connected TV becomes a cornerstone of modern media strategies.

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Unlike traditional broadcast TV, OTT and CTV campaigns allow advertisers to target specific households, demographics, geographic regions, and behavioral segments — transforming television into a precision performance channel rather than a mass-reach branding tool.

For businesses still unclear on the distinction between streaming formats, Clicta also recently published a breakdown explaining OTT VS CTV, helping marketers understand how each platform impacts targeting, delivery, and measurement strategy.

“Streaming has fundamentally changed how audiences consume content,” said Ron Robbins, Founder of Clicta Digital. “Brands no longer have to accept waste or vague reporting. With OTT and CTV, we can combine television’s impact with digital precision — backed by real data.”

What Sets Clicta’s OTT/CTV Service Apart

Advanced Audience Targeting – Household-level targeting based on demographics, interests, behavior, and location

AI-Driven Optimization – Real-time performance monitoring and campaign refinement

Cross-Device Retargeting – Reinforce TV impressions with display and digital follow-up

Performance Transparency – Clear attribution tied to website visits, conversions, and engagement

Premium Streaming Placement – Access to major ad-supported streaming environments

Clicta integrates its OTT/CTV campaigns into a broader visibility ecosystem that includes search, paid media, and authority-building strategies. As an established AI SEO agency, the firm helps clients align streaming campaigns with modern AI-driven search behaviors, ensuring brand visibility extends beyond impressions and into search discovery.

The agency also supports amplification through strategic Digital PR campaigns, strengthening online authority signals that influence both traditional search engines and emerging AI-powered answer platforms.

“Television is no longer siloed,” Robbins added. “Today’s performance strategy connects streaming exposure, search intent, and digital authority into one measurable framework.”

As connected TV advertising continues its trajectory of growth in 2026, businesses that adopt streaming-first strategies now are positioned to not only increase reach but also deepen measurable engagement with key audiences.

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MMA Digital Corp Unveils Data-Driven Insights That Help Brands Expand Successfully Across Borders

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digna 2026.04 Expands Time-Series Analytics and Data Validation for Enterprise Data Platforms

MMA Digital releases new insights showing how brands can use data to navigate international markets with confidence.

MMA Digital Corp unveiled a comprehensive set of data-driven insights designed to help brands identify opportunities and expand successfully across international markets. The findings combine market research, product performance analysis, and financial facilitation strategies to offer a clear roadmap for cross-border growth.

The report highlights how successful international expansion depends on understanding regional demand before committing resources. By analyzing consumer behavior across multiple markets, MMA Digital identifies how preferences, usage patterns, and expectations shift from one region to another, allowing brands to align their offerings with real market signals rather than assumptions.

In addition to market dynamics, the insights examine product performance at a granular level. The analysis reveals which products are most likely to gain traction in new regions and which require adaptation, enabling companies to prioritize expansion efforts based on proven performance indicators instead of broad market optimism.

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Operational readiness is another core theme of the report. MMA Digital emphasizes the role of financial infrastructure in global scalability, particularly the importance of smooth cross-border payment processes and compliant financial operations. These elements are positioned as foundational requirements for brands seeking to scale internationally without friction.

The findings also demonstrate how data can guide localized marketing strategies. By using regional insights to shape messaging and campaigns, brands can improve engagement, strengthen trust, and increase customer retention in unfamiliar markets.

Together, these insights form a practical framework that helps businesses approach international expansion with clarity. MMA Digital’s research provides brands with a structured way to assess opportunity, reduce risk, and navigate regulatory and cultural differences while scaling beyond their home markets.

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Upland Software Names Sean Nathaniel as Chief Executive Officer

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Upland Software Names Sean Nathaniel as Chief Executive Officer

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Upland Software, Inc. (the “Company” or “Upland”), a leader in AI-powered knowledge and content management software, announced the appointment of Sean Nathaniel as chief executive officer, effective May 1, 2026. Jack McDonald, who founded the Company in 2010 and has served as chairman of the board and chief executive officer since its founding, will continue to serve as chairman of the board.

Nathaniel, who held leadership roles at Upland from 2013 to 2020, is returning to the Company after spending four years as president and chief executive officer of DryvIQ, a provider of AI-driven unstructured data management solutions. His prior roles at Upland include chief technology officer and executive vice president of Workflow Automation Solutions. He was also a member of the executive team during the Company’s initial public offering in 2014.

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“Sean is the right person to lead and accelerate Upland’s continued AI transformation,” said McDonald. “He helped build the company from the ground up and has developed deep expertise at the intersection of AI and enterprise content, which is exactly where Upland’s future lies.”

“Enterprises are sitting on a massive amount of knowledge, content, and data, but until it’s contextualized, governed, and trusted, it can’t effectively power AI. That’s exactly what Upland solves,” said Nathaniel. “As CEO, my priority will be to ensure Upland serves as a core intelligence layer for the agentic enterprise, enabling customers to unlock the full value of their knowledge, content, and data as they scale AI and agent-driven operating models.”

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Ellie Launches an MCP Server: The First Governed Bridge Between AI and Data Models

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Ellie Launches an MCP Server: The First Governed Bridge Between AI and Data Models

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Ellie MCP Server Transforms AI from a chatbot into a trusted modeling partner without compromising governance, control, or enterprise standards

Ellie Technologies has announced the general availability of the Ellie MCP Server, a breakthrough integration that enables AI systems to directly understand, create, modify, and govern real data models inside the Ellie platform.

Ellie.ai has been a foundational platform for us. Their open API let us onboard over 700 tables & 25,000 columns from Microsoft Fabric in an afternoon instead of months.The addition is a game changer.”

— Carlos Hernandez, Managing Partner Data Foundations Consulting

For years, AI promised to accelerate data work. In practice, it lived in a separate application generating ideas, JSON snippets, or documentation that architects then had to manually translate into modeling tools. The result: context switching, inconsistencies, and increased governance risk.

Ellie MCP Server changes that dynamic fundamentally. By leveraging the Model Context Protocol (MCP), Ellie enables AI platforms such as Cursor, Windsurf, or Claude to interact directly with live data models securely, predictably, and under full enterprise control.

“Our data modeling customers needed workflow integration with AI support. This is not just AI suggesting changes. This is AI performing real modeling operations inside your favorite platform like Fabric, dbt or ADO. With this release, modeling capabilities are extended to data engineers and others, without having to leave their environment.” – Sami Hero, CEO of Ellie Technologies

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From AI Chat to AI Modeling Partner

Ellie MCP Server acts as a secure interface on top of the existing Ellie API. It does not introduce a new backend. It does not bypass governance. It does not create shadow artifacts.

Instead, it allows AI to:
– Read and understand existing conceptual, logical, and physical models
– Create and update entities and attributes as well as establish relationships
– Refine metadata standards as well as compare models to existing databases
– Place models and assets correctly within governed domain/folder structures
– Generate fully versioned, auditable model changes

All actions are executed through the same API layer used by Ellie’s UI and integrations ensuring:
– Version control and audit trails
– Permission enforcement
– Metadata validation and organizational standards compliance

In short: the MCP Server changes who interacts with Ellie (AI), not how Ellie works.

“Ellie.ai has been a foundational platform for us. Their open API let us onboard over 700 tables and 25,000 columns from Microsoft Fabric in an afternoon instead of months. The addition of an MCP Server is a game changer. It lets AI agents tap directly into that curated business context, so they can understand how your data is structured and build better data products with a real understanding of what lives where.” – Carlos Hernandez, Managing Partner Data Foundations Consulting

Real-World Impact for Data Teams

1. Rapid Model Prototyping
Architects and business users can prompt an AI client:
“Create a conceptual model for our e-commerce platform with Products, Orders, Customers, and Payments. Set it to work-in-progress in the E-commerce folder.”
The AI:
– Identifies the correct domain/folder and creates the model
– Establishes entities, relationships and applies metadata
– Generates a new version automatically
Result: A real, persisted model ready for review within minutes instead of hours.

2. Intelligent Model Discovery
Business analysts can ask:
“What entities contain customer information? Show attributes and relationships.”
The AI:
– Searches across models and metadata repository
– Retrieves structured definitions
– Maps related entities
Result: Immediate, accurate insight into the live data landscape, no outdated documentation, no manual browsing.

3. Governance Built Into Creation
Through the MCP Server, AI can combine structural awareness from Ellie with governance standards from documentation systems like Confluence.
Before committing changes, the AI can:
– Check for duplicate entities
– Validate naming conventions and enforce metadata requirements
– Align definitions with approved glossaries
Once approved, changes are committed through Ellie’s native API with full versioning and audit history.

“The general availability of Ellie MCP Server brings us closer to our vision of enabling full-stack data modeling skills to both business and technical users leveraging artificial intelligence.” – continues Sami Hero, CEO of Ellie

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Advisor CRM Launches Trove, the Wealth Industry’s First-of-Its-Kind AI-Native Opportunity Discovery Solution

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Inogic Launches AI-Powered Solutions for Dynamics 365 CRM: Predictive Analytics, AI Document Search & Next Best Action

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By safely monitoring client data, Trove automatically uncovers organic growth opportunities for insurance and advisory firms

Advisor CRM, the only all-in-one AI-native CRM platform built exclusively for advisors, announced today that it has launched Trove, the wealth management industry’s first-of-its-kind AI-native opportunity discovery software platform. Trove’s proprietary technology helps producer-led financial advisory teams uncover growth opportunities in their firm. Built on Advisor CRM’s AI-native platform, Trove safely monitors client data across multiple systems and proactively surfaces opportunities without requiring advisors to change workflows, learn complicated new technology, or replace apps in their existing tech stack.

Designed for RIAs, hybrid insurance-advisory firms, broker-dealers, and producer-led teams, Trove reviews client relationships across CRMs, custodians, email, meeting notes, insurance policies, and more. The platform automatically identifies time-sensitive, high-impact opportunities, such as CD maturities, annuity surrender dates, life event signals, concentrated positions, and other key moments that often slip through the cracks. In development for over a year, Trove is currently in a closed beta with 10 firms managing a collective $6 billion in assets under management.

“Trove was built to solve a visibility gap we consistently experienced as advisors,” said Ryan Borer, Managing Partner at Advisor CRM. “Advisors need clarity on what is already happening inside of their client base, not more tools or leads. By building Trove on AI-native architecture, we’re able to surface growth opportunities in real time, dramatically reducing the manual work it typically takes to uncover them.”

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Unlike traditional analytics tools that require complex implementation or behavioral changes, Trove operates quietly in the background and integrates naturally into existing workflows. Firms can continue using their current tech stack while Trove connects to key data sources and highlights opportunities in real time. Once an opportunity is identified, Trove helps advisors and their teams turn those signals into outreach actions. Trove never acts without human approval, ensuring advisors maintain full control over every client interaction.

“From day one at Advisor CRM, security and advisor control have been non-negotiable,” added Leibel Sternbach, Partner and CTO of Advisor CRM. “Trove is designed to observe and surface opportunities without disrupting how firms operate, and without ever compromising data privacy. Firms choose exactly which data the platform can access, and nothing is shared with third parties. Advisors stay in control while Trove works quickly in the background to support them.”

“There are dozens of prospecting solutions for advisors, but none are solving the most visible organic growth challenge—discovering opportunities within our existing client base,” said Dana Dunkelberger, Founder of Reliance Retirement. “Trove gives us the visibility that our advisors need to build deeper relationships with clients and provide more impactful, in-the-moment financial advice.”

A waitlist for Trove is now open for RIAs, broker-dealers, hybrid insurance-advisory firms, and producer-led teams to be among the first to improve their productivity, enhance client engagement, and uncover organic growth opportunities. For more information about Trove powered by Advisor CRM, visit www.troveadvisor.com or www.advisorcrm.com.

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Stonebranch Unveils Latest Release of Universal Data Mover Gateway (UDMG), Advancing Orchestrated B2B MFT

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Stonebranch Unveils Latest Release of Universal Data Mover Gateway (UDMG), Advancing Orchestrated B2B MFT

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Secure, enterprise-grade B2B managed file transfer meets orchestration to automate full processes once files are sent or received

Stonebranch, a leading provider of service orchestration and automation solutions, announced the latest release of its Universal Data Mover Gateway (UDMG) — an enterprise-grade managed file transfer (MFT) solution purpose-built for secure, orchestrated B2B data exchange across hybrid landscapes.

“By orchestrating MFT alongside workload and infrastructure automation, Stonebranch turns file movement into a governed, observable, SLA-driven part of end-to-end enterprise workflows.” Giuseppe Damiani, CEO of Stonebranch

“In enterprises, file transfer is not a standalone task. It’s the backbone of data pipelines, analytics, and critical business processes,” said Giuseppe Damiani, CEO of Stonebranch. “By orchestrating MFT alongside workload and infrastructure automation, Stonebranch turns file movement into a governed, observable, SLA-driven part of end-to-end enterprise workflows.”

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Secure, Modern B2B Managed File Transfer

UDMG is designed specifically for external B2B data exchanges — where stringent security, regulatory compliance, SLA reliability, and diverse partner protocols require a modern B2B MFT solution. Enterprises can securely exchange data with partners, vendors, and customers worldwide, while maintaining centralized control, auditability, and data traceability. As a secure gateway between enterprises and trading partners, UDMG enables:

  • Secure, bidirectional file transfers over SFTP, FTPS, HTTPS, and AS2 for EDI
  • Complete audit trails and governance controls
  • Event-driven triggers for real-time automation
  • Native integration into end-to-end automated workflows

More than B2B MFT

Unlike traditional B2B MFT platforms that simply move files, Stonebranch UDMG transforms file transfers into orchestrated, event-driven workflows that support end-to-end business processes. By unifying B2B MFT with orchestration workflows, organizations can eliminate silos, reduce manual intervention, and automate full processes once data is received or sent.

Part of a Broader Orchestrated MFT Strategy

UDMG is a core component of Stonebranch’s orchestrated MFT solution powered by Universal Automation Center (UAC). Through a single platform, enterprises can:

  • Send files securely across their internal network.
  • Transfer files from on-premises systems to the cloud and back.
  • Stream cloud-to-cloud data transfers in multi-cloud environments.
  • Move data between containers, including Docker and Kubernetes.
  • Trigger downstream workflows that include automated jobs, scripts, infrastructure actions, or data pipeline processes after transfer completion.

This unified approach creates a single orchestration layer for both workload automation and managed file transfers.

Major Enhancements in UDMG 3.2

The latest UDMG release introduces significant advancements in enterprise-grade security, scalability, and usability, including:

  • Secure proxy architecture — no data stored or inbound ports in DMZ
  • Modern protocols, encryption, certs, and key protection — including HSM support
  • Federated authentication and SSO (LDAP, SAML, OIDC/OAuth2)
  • Flexible RBAC controls, MFA/2FA, and strong password policies
  • Robust IP filtering and network access controls
  • Domain namespace isolation for multi-tenant deployment
  • Re-imagined web transfer client for peer-to-peer ad-hoc file sharing

“The demand for secure, reliable, and fully auditable partner data exchange continues to rise,” said Peter Baljet, CTO of Stonebranch. “This latest release of UDMG advances our orchestrated MFT vision with stronger security, greater scalability, and expanded protocol support, all delivered as a native capability within Stonebranch Universal Automation Center.”

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